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Jul 28
1/7 THIS is what is SO infuriating...our government that says it has NO MONEY for helping struggling American families but ALWAYS find a way to come up with money when THEY need it. One way they did it was cutting ONE TRILLION from our medical insurance plans and 350 BILLION Image
2/7 from our SNAP benefits, which REALLY affects children, ensuring that they are fed. Trump USED this money to fund ICE and other programs, stealing from the POOR to give to the RICH is what he did. Politicians ALWAYS become millionaires even though they receive only $174,000 a
3/7 year...go figure. It is BAD enough our "president" refuses to address the concerns of a hurting nation, but to then have his political party BACK HIM UP is just further insult. In Donald Trump's Big Beautiful Bill, not only did the Republicans who voted on it to pass KNOW
Read 8 tweets
Jul 28
@PolitlcsGlobal 1/11
I'm livid and my heart is pained. And this isn't about being anti-Jewish. It's about cultural appropriation and using Black music to push a violent political message. Reggae was born from Jamaican struggle, oppression, and resilience.
@PolitlcsGlobal 2/11

It's a genre that speaks truth to power, against injustice, displacement, and colonial violence.
@PolitlcsGlobal 3/11
To use that sound, my heritage, my mother's music, to defend a state accused of genocide? That feels like a betrayal of reggae's soul.
Read 11 tweets
Jul 28
Hahahaha a lawyer contacted me on my page asking for the people's official name I am like DEEEEEELEEEEETE no way in hell they are going to get a lawyer from me posting the video ๐Ÿ‘‹๐Ÿ™‚
@RCMPSK @SurreyRCMP @surreyps @LangleyRCMP

@ChrisPentecos @World_Watch_ @LangleyResident @BarbaraDoduk @Cdnwatcher @Istandtoreason @facepalmchris @trustednerd @felixcruggins @CultureGuard @WaxMyBallsShow @FranLa9 @kfurneaux20 @VernThurston @JonYaniv @JNonsense46242
@RCMPSK @SurreyRCMP @surreyps @LangleyRCMP @ChrisPentecos @World_Watch_ @LangleyResident @BarbaraDoduk @Cdnwatcher @Istandtoreason @facepalmchris @trustednerd @felixcruggins @CultureGuard @WaxMyBallsShow @FranLa9 @kfurneaux20 @VernThurston @JonYaniv @JNonsense46242 @threadreaderapp unroll
Read 3 tweets
Jul 28
๐ŸงตMoscow just unveiled its newest mine clearance technology: a single living soldier walking across an open field.

The strategy is to literally use human bodies to force Ukraine to waste 2,000-dollar plastic drones. 1/๐Ÿ‡บ๐Ÿ‡ฆโฌ‡๏ธ๐Ÿงต
A Russian military blogger revealed the math: 5 to 7 Ukrainian drones swarm every Russian sent into the open.

His proposed solution? "Kill a couple of million" of Russians so the surviving 10 million get angry enough to volunteer for revenge. 2/
While Russia uses human flesh to absorb explosives, Ukraine answered by removing humans entirely.

The Ukrainian 33rd Assault Regiment just sent two ground robots armed with Browning heavy machine guns directly into a Russian-occupied building. 3/
Read 14 tweets
Jul 28
When backing and upsizing PMs I care mostly about downside risk.

If a PM runs low risk, I can easily let them keep running for a couple of years with a small allocation to see if the edge shows up. Heads I lose almost nothing, tails I can have a decade+ long home run.

A BIG difference between me and how podshops run is that I care about normal risk on most days. I do not care if a genuinely unlucky *uncorrelated* event slams a PM for say 10%.
When a PM bets huge on a just couple of factors, shorts lots of volatility, has martingale type behavior, etc, that's a no go.

When a PM bets 10% concentrated bet in a single stock that's uncorrelated to anything else they're doing, and he gets the horrific outcome and loses 7% of his NAV, that's completely fine with me.
The big issue with this, "bets huge on a just couple of factors, shorts lots of volatility, has martingale type behavior, etc" is that it tells me the long term outcome of what they're going to do:

They are going to blow up spectacularly.

For my own selfish part, I could even play their allocation strategically. I could say, "Yes, do lean way too hard into the factor I am bullish on," with the unspoken part, "and I'll pull your money the moment that changes because you don't know anything else."

This is short term thinking. I prefer someone I can partner with long term, who themselves can manage risk very well, and who can hopefully even find more people to do the same thing long term.
Read 4 tweets
Jul 28
Stock is down 50% from the peak,
Yet PPFAS bought 9.87% of the company,๐Ÿคฏ๐Ÿคฏ

What does PPFAS see in the stock,
That the market is missing?๐Ÿค”๐Ÿค”

A thread๐Ÿงตon why PPFAS is buying this stock?๐Ÿ‘‡ Image
PPFAS is known not to buy momentum stocks,
They focus on stocks that are not in focus,

Indian Energy Exchange is facing a major question on its monopoly Image
Business for IEX:-

The Indian Energy Exchange or IEX is an electronic power trading marketplace for electricity corporations and boards to trade contracts related to energy.

In simple terms, just like how individuals can trade in the stock market to gain profit, electricity corporations can trade on the IEX to increase profitability and have better price discovery.Image
Read 13 tweets
Jul 28
Since my main (@HatzKatz) is shadow banned, so nobody is seeing my posts, I'm having to use my alt. No way should a they/them, get away with posting such journalistic slop, and pass it off as legitimate. Not when DSDs are being weaponized, and wrongly described in the process.
First, let's start with the chromosome bullshit argument that ๐Ÿคก, including this one, thinks is some sort of flex. X0 and XXXY are called Sex Chromosome Aneuploidy. The 45X0 people, ๐ฐ๐จ๐ฎ๐ฅ๐ ๐ง๐จ๐ญ ๐ž๐ฏ๐ž๐ซ ๐ญ๐ž๐ฌ๐ญ ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐ฏ๐ž, for SRY. because they are ๐’ถ๐“๐“Œ๐’ถ๐“Ž๐“ˆ
๐™ช๐™ฃ๐™–๐™ข๐™—๐™ž๐™œ๐™ช๐™ค๐™ช๐™จ females, with Turner Syndrome. If you did even a modicum of research, you'd know that. 48XXXY, ๐ฐ๐จ๐ฎ๐ฅ๐ test positive, because they are ๐™ช๐™ฃ๐™–๐™ข๐™—๐™ž๐™œ๐™ช๐™ค๐™ช๐™จ males with a Klinefelter Syndrome variant. Next, you vaguely bring up AIS. So disingenuous,
Read 25 tweets
Jul 28
Ann Dunham, Obama's mother, was an anthropologist who worked on the CIA/Pentagon's Project PROSYMS in 1967, infiltrating Javanese villages to identify Communists for elimination, project tied to the Phoenix Program that evolved into the Human Terrain System in Afghanistan & Iraq. Image
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Obama retained funding for the Human Terrain System (HTS), which targeted villagers in Afghanistan, Iraq, Pakistan, Somalia, & other countries. According to HTS expert John Stanton, a Sri Lankan soldier said, "I fear Human Terrain Teams more than the CIA." Image
Project CAMELOT in Latin America and Project PROSYMS in Indonesia were CIA programs that used social scientists and anthropologists to study and manipulate local populations for counterinsurgency and elimination.
Read 4 tweets
Jul 28
Just to clarify oh jadi pak haryo into apple crumbles, statues crumble
Ni pak lapor screams Yosi to a t, too smart for his own good Image
Read 4 tweets
Jul 28
Even after all these years writing about politics and elections, it still never ceases to amaze me that would-be political "influencers" like Monica Smit still don't understand that Australia does NOT elect its leaders, only the party it wants in power.
The narrative of "this leader wasn't elected" is tiresome. No leader is elected by the voters. They are elected by the party. It's basic civics.
Yet One Nation adherents and conspiracy theorists (and there's a considerable overlap) love to push this idea that "nobody" elected (for example) Dan Andrews, and that their preferred candidate will be different.
Read 9 tweets
Jul 28
๐Ÿšจ๐ŸŽ™๏ธ THREAD: The Biden ghostwriter tapes are out.

Tonight the Oversight Project ( @ItsYourGov ) released roughly 70 hours of audio from Joe Biden's 2016โ€“2017 interviews with his "Promise Me, Dad" ghostwriter, Mark Zwonitzer, the same recordings Special Counsel Robert Hur cited in 2024. They came out only after a two-year court fight with DOJ that Biden's own lawyers tried, and failed, to block.

I've started going through them. Across five of these interviews, with no cleared person in the room, Biden pauses to flag his own notes as classified or too sensitive to hand over. On one tape he says it out loud:

"Some of this may be classified, so be careful." (April 24, 2017. Audio below.)

Oversight's Jeff Clark: "The tapes make clear that Biden disclosed massive amounts of classified information to his ghost writer."

No thesis yet, analysis is ongoing. But here are the biggest quotes so far, in Biden's own words, each with a timestamp you can check against the audio.

As always, patience as I pull together the thread. ๐Ÿ‘‡
@ItsYourGov Feb 16, 2017 [0:04:19].
"early on, um, in '09, I just found all the classified stuff downstairs."

Biden reads his diary aloud to Zwonitzer, narrating a classified National Security Council meeting (Austin, Dunford, Blinken, Obama, Carter, Brennan), then:
@ItsYourGov April 24, 2017 [0:45:31]. On the handwritten records he kept from office:

"I had all those at the house in a safe. I don't know whatโ€ฆ they made me do with them."
Read 9 tweets
Jul 28
1. The morning breaks on human backs

Across the centuries & the tracks,
Where bone & muscle give their all,
To answer to the master's call.
And in the pocket, pouch, or hand,
A secret comfort rules the land.
A cheap escape from sweat & pain,
To dull the mind or spike the brain.
2. In Londonโ€™s fog, the engine roars

And laborers crowd through palace doors,
To drown the shift in burning gin.
While in the slums, for just a penny,
The laudanum drops are shared by many,
To soothe the cough, the cramp, the tear,
And quiet the children crying there.
3. Across the sea, the jungle steams

Where coolies chased their broken dreams.
The shovel bites, the fever burns,
Until the evening sun returns.
Then in the bunkhouse, dark & small,
Sweet smoke rises on the wall;
The opium pipe is lit & blessed,
A pain-free haze, a perfect rest!
Read 11 tweets

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